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American Electric Power

976 hedge funds and large institutions have $24.7B invested in American Electric Power in 2018 Q2 according to their latest regulatory filings, with 66 funds opening new positions, 300 increasing their positions, 400 reducing their positions, and 79 closing their positions.

New
Increased
Maintained
Reduced
Closed

80% more funds holding in top 10

Funds holding in top 10: 59 (+4)

55% more call options, than puts

Call options by funds: $107M | Put options by funds: $69M

2% more capital invested

Capital invested by funds: $24.4B → $24.7B (+$377M)

0.79% more ownership

Funds ownership: 72.21%73% (+0.79%)

2% less funds holding

Funds holding: 997976 (-21)

16% less first-time investments, than exits

New positions opened: 66 | Existing positions closed: 79

25% less repeat investments, than reductions

Existing positions increased: 300 | Existing positions reduced: 400

Holders
976
Holders Change
-21
Holders Change %
-2.11%
% of All Funds
22.34%
Holding in Top 10
9
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+80%
% of All Funds
0.21%
New
66
Increased
300
Reduced
400
Closed
79
Calls
$107M
Puts
$69M
Net Calls
+$37.9M
Net Calls Change
-$9.32M
Name Holding Trade Value Shares
Change
Change in
Stake
IIC
1026
Integrated Investment Consultants
Michigan
-$119K -1,730 Closed
KF
1027
Krilogy Financial
Missouri
-$97K -1,413 Closed
WCM
1028
Whitener Capital Management
North Carolina
-$89K -1,310 Closed
PFGIA
1029
Patriot Financial Group Insurance Agency
Massachusetts
-$73K -1,071 Closed
FPFS
1030
First Personal Financial Services
North Carolina
-$70K -1,020 Closed
FWM
1031
Focused Wealth Management
New York
-$63K -914 Closed
EAM
1032
Exane Asset Management
France
-$42.3K -617 Closed
HAM
1033
Highstreet Asset Management
Ontario, Canada
-$33K -485 Closed
ACM
1034
Armbruster Capital Management
New York
-$27K -400 Closed
RPG
1035
Risk Paradigm Group
Texas
-$27.2K -397 Closed
JIM
1036
Jupiter Investment Management
United Kingdom
-$24K -360 Closed
WDL
1037
Well Done LLC
Michigan
-$24K -350 Closed
PWM
1038
Perigon Wealth Management
California
-$20K -297 Closed
FCAG
1039
First Capital Advisors Group
New Jersey
-$20K -292 Closed
WC
1040
Whitnell & Co
Illinois
-$19K -270 Closed
HDIM
1041
Hanson & Doremus Investment Management
Vermont
-$17K -253 Closed
PS
1042
Portfolio Solutions
Michigan
-$13K -193 Closed
ST
1043
Sageworth Trust
Pennsylvania
-$12K -170 Closed
LWA
1044
Lenox Wealth Advisors
New York
-$7K -100 Closed
CTB
1045
Country Trust Bank
Illinois
-$6K -94 Closed
MGIA
1046
Moneta Group Investment Advisors
Missouri
-$4K -60 Closed
MYIA
1047
Mount Yale Investment Advisors
Colorado
-$4K -55 Closed
CCA
1048
Clearwater Capital Advisors
Illinois
-$3K -38 Closed
ML
1049
McAdam LLC
Pennsylvania
-$2K -33 Closed
WWMSC
1050
Wagner Wealth Management (South Carolina)
South Carolina
-$2K -28 Closed

AEP Hedge Fund Activity: Q2 2018 in Review

976 of the 4,368 institutional investors tracked by Wall St. Rank reported a position in American Electric Power (AEP) for Q2 2018, worth a combined $24.7B — up 1.5% from $24.4B a quarter earlier.

Sellers outnumbered buyers: 79 funds closed out of AEP and 66 opened new positions — a net loss of 13 holders — while 400 trimmed existing stakes and 300 added.

The largest buyer was T. Rowe Price Associates, adding an estimated $412M. The largest seller was AQR Capital Management, cutting an estimated $173M.

  • 976 institutional investors held American Electric Power (AEP) as of Q2 2018, down from 997 in Q1 2018.
  • Funds reported $24.7B of American Electric Power stock for Q2 2018, up 1.5% quarter-over-quarter.
  • 66 funds opened new American Electric Power positions in Q2 2018 and 79 closed out, a net change of -13 holders.
  • The largest American Electric Power buyer in Q2 2018 was T. Rowe Price Associates, an estimated $412M added.
  • The largest American Electric Power seller in Q2 2018 was AQR Capital Management, an estimated $173M sold.

Based on aggregated 13F filings for Q2 2018.